General Overview for Using .csv
- "Members" button in the left navigation bar.
- Click on the three small dots to the right of the search bar.
- Click on "Export Users".
You will then be able to download a copy of the user registry in .csv format.
Here is a description for each column:
- id: numeric identifier automatically generated by the B12 application.
- firtName: First name.
- lastName: Last name.
- username: identifier that can be used as a replacement/complement to email for authentication.
- Often used when a user does not have an email address.
- email: Email address. Used for authentication and to receive notifications.
- phoneNumber (optional): Cell phone number. Used to receive notifications via text message.
- groupids: Numeric identifier to add or remove a user from a group.
- The numeric identifier can be found in the "Groups" tab of the "Members" page.
- If the cell is empty, the user will not be registered to any group or will be removed from groups they are registered in.
- To add a group, simply type the group id in the cell.
- To add the user to multiple groups, separate each id with "|". No spaces.
- status: active = active account. inactive = inactive account (it is not possible to delete an account via the .csv import).
- language: fr-ca or en-ca
- managers (optional): Allows assigning a manager (B12 role) to the user.
- The manager thus gains visibility over the user's data.
- The manager must have been previously created in B12.
- Only the manager account's email address should be entered in the cell. No spaces.
Important information: Columns will be added for each custom field present in your B12 application. The contents of all cells are case-sensitive (spaces, uppercase, etc.)
Adding Users
The first step is always to export the users as shown above. From the generated .csv file, there are two options:
- Add new users at the end
- Delete the existing users' data, keeping only row 1 (column names)
We strongly suggest always preferring the second option. If you delete the existing users' data, they will not be deleted during the import of new users. No changes will be made to their accounts.
In the example above, a user named Pierre-Alexandre Bradette is added. For the B12 application to recognize that this is the creation of a new account, you must leave cell "A" empty.